Oil & Gas in Your IRA? Yes! And Here’s Why


If you’re an accredited investor or a high net worth individual, oil & gas investments can and should play a significant role in your retirement planning… and I’m not just talking about following Warren Buffett into battle and scooping up shares of Occidental Petroleum stock.
My next Kiplinger article, coming out soon, will drill down (pun intended!) on two of my favorite topics: oil & gas investing and IRA investing. Specifically, we’re going to take a long look at how you can use oil & gas private partnerships to leverage your IRA for growth and income. Done correctly, an oil & gas investment in your IRA can lower risk by increasing diversification, and enhance both your returns and therefore your retirement income.
Does this sound vaguely familiar? If you’re a client, it should, or perhaps you’ve already taken part in my Masterclass on the subject of oil & gas investing. In this Masterclass (available to all high net worth individuals and accredited investors), we examine in great detail how private oil & gas partnerships work, why now could be the perfect time for such an investment, the tax benefits of an oil & gas investment, and how private partnerships can play an integral role in 1031 exchanges as well as in your IRA investing.
Don’t hesitate to register here for the masterclass on Oil & Gas Investing with IRAs for Growth and Income, or you can wait for my article, which will soon be published on Kiplinger. Either way, my team and I are here for you to answer any questions that arise after you’ve had a chance to consider this unique investment opportunity.